Departments Overview

Departments are used to group employees for internal organization and work order fulfillment. Departments are designated to accept or not to accept service requests, which allows you to differentiate which employees can be assigned to fulfill service orders. 

Departments Listing

To view and manage a list of your company's departments, click "Departments" under the ADMINISTRATION module. In this list you may remove departments, by clicking the red "X" on the right of the screen, add departments, by clicking "Add New Department" at the bottom of the list, or edit existing departments by selecting the Name. 

Adding Departments

Click the "Add New Department" button to begin. Enter in all pertinent Department Information (i.e. Name, Description and Employees), and be sure to confirm whether or not this department accepts service orders as this designation will determine which departments can be selected to fulfill an order request internally or externally. 

Assigning Employees to Departments

Click on the name of the department you would like to add employees to. Select the Employee text-box and a drop down of all your employees will appear, either begin typing the name of employees you would like to add to this department and the drop down will filter itself or select your employee from the drop down. (Note: Employee profile must first be created in the "Employees" folder to be available for selection in the "Departments" folder).

After an employee is added to the department, you will have the option to assign a Position title to the employee. You can remove any employees, by clicking the red "X", or continue to add employees by typing his or her name into the Employee text box.